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Concentration
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 21, 2026 |
Lux Capital Josh Wolfe
|
View | AI, Energy, Defense, Concentration, Technology | ANDURIL, DBRX, RAMP | AI, Biotechnology, Concentration, defense, energy, geopolitics, private markets, Venture Capital |
| 2025 Q4 | Feb 4, 2026 |
Azvalor Internacional Álvaro Guzmán de Lázaro
|
View | Gold, Value, Concentration | CNQ, Gold, SII, VIST | Concentration, discount, Europe, global, Mining, Quality, Upside, value |
| 2025 Q3 | Oct 20, 2025 |
Immersion Investment Partners David Polansky
|
View | Concentration, SmallCaps, Catalysts | CELH, MAMA | Consumer Brands, EBITDA, M&A, Small Cap Equities, Software Analytics |
| 2025 Q3 | Dec 9, 2025 |
RGA Investment Advisors Jason Gilbert
|
View | Concentration | COF, GOOG | AI, Concentration, dispersion, megacaps, Speculation |
| 2025 Q3 | Oct 7, 2025 |
Mar Vista US Quality Silas Myers
|
View | AI, Valuation, Diversification, Concentration | AAPL, ADBE, APH, CRM, INTU, ORCL, SAP | Artificial Intelligence, diversification, Large Cap Growth, Market Concentration, valuation |
| 2025 Q3 | Sep 30, 2025 |
Evolve Private Wealth Razmig Der-Tavitian
|
View | AI, Concentration | - | Artificial Intelligence, Capital Expenditure, Market Concentration, Mega Caps, Retail Investors |
| 2025 Q2 | Jun 30, 2025 |
Devon Alpha Fund Greg Smith
|
View | Concentration | JHX AU | Australasian equities, catalysts, Concentration, execution, valuation |
| 2025 Q2 | Aug 18, 2025 |
Bonsai Partners Andrew Rosenblum
|
View | Concentration | FEVR LN | Compounding, Concentration, conviction, fundamentals, volatility |
| 2025 Q2 | Jul 1, 2025 |
Absolute Return Partners Niels Jensen
|
View | Concentration | - | Concentration, diversification, Market Leadership, megacaps, valuation |
| 2025 Q2 | Jun 30, 2025 | View | Concentration | - | Compounding, Concentration, fundamentals, high conviction, volatility | |
| 2025 Q2 | Jul 24, 2025 |
Montaka Global Investments Andrew Macken
|
View | Concentration | BX, FND, KKR, SPOT | Concentration, fundamentals, Global Equities, Long-Term Growth, Pricing Power |
| 2025 Q2 | Jun 30, 2025 |
Ganes Focused Value Fund Wayne Jones
|
View | Concentration | APE AU, FID AU, LOV AU, PWH AU, RDX AU, SPY NZ | Compounding, Concentrated Portfolio, conviction, fundamentals, long-term |
| 2025 Q2 | Aug 5, 2025 |
Springview Onshore Fund LP Guy Baron
|
View | Concentration | HOOD, MCY, SEG MM, WS | Compounding, Concentration, durability, long-term, tax efficiency |
| 2025 Q2 | Jul 21, 2025 |
JB Global Capital Fund Jack Beiro
|
View | Concentration | SHOO | Concentration, contrarian, globalization, long-term, valuation |
| 2025 Q2 | Jul 17, 2025 |
Ariel Focus Fund Charles K. Bobrinskoy
|
View | Concentration | APA, CLB, GNRC, MOS, ORCL, REZI, SJM | Concentration, conviction, downside protection, fundamentals, Quality |
| 2025 Q2 | Aug 7, 2025 |
Pabrai Wagons Fund Mohnish Pabrai
|
View | Concentration | BRK/A, EDEL IN, RYSAS TI, TAVHL TI | Capital Allocation, Compounding, Concentration, Margin Of Safety, Value Investing |
| 2025 Q2 | Jul 9, 2025 |
Sequoia Fund Arman Gokgol-Kline
|
View | Concentration | - | Capital Allocation, Concentration, conviction, durability, fundamentals |
| 2025 Q2 | Jul 17, 2025 |
Choice Equities Capital Management Mitchell Scott
|
View | Concentration | GENI, MGNI, MOD | alpha, Concentration, conviction, fundamentals, long-term |
| 2024 Q4 | Apr 2, 2025 |
AGT Partners Gregory See
|
View | Turnaround, Value, Concentration | - | Concentration, insider buying, ROE Expansion, turnaround, Valuation discipline |
| 2024 Q4 | Jan 31, 2025 |
WestEnd Capital George Bolton
|
View | AI, Concentration, Exceptionalism | BA, MKSI, SNOW | Artificial Intelligence, Data Center Infrastructure, Earnings Expansion, Mega-Cap Technology, U.S. Exceptionalism |
| 2024 Q4 | Jan 17, 2025 |
Noble Capital Management, Inc. Hans Ulriksen
|
View | Gold, Inflation, Concentration | - | fiscal risk, Gold Bull Cycle, Inflation Hedging, Market Concentration, Precious Metals |
| 2024 Q3 | Oct 15, 2024 |
Westfield Capital Management Rich Lee
|
View | AI, Valuation, Concentration | - | Artificial Intelligence, market breadth, Market Concentration, Mean reversion, valuation dispersion |
| 2024 Q2 | Jun 30, 2024 |
Peapack Private Matthew P.Remo
|
View | AI, Valuation, Concentration | - | Artificial Intelligence, credit spreads, earnings growth, interest rates, Market Concentration |
| 2023 Q4 | Dec 31, 2023 |
AGT Partners Gregory See
|
View | China, Value, Concentration | TSM | China Bear Market, Concentrated Portfolio, Long Short Strategy, Margin Of Safety, Value Investing |
| 2023 Q1 | Apr 12, 2023 |
Sandhill Investment Management Rick Ryskalczyk
|
View | AI, Growth, Resilience, Concentration | - | Artificial Intelligence, Competitive moat., free cash flow, quality growth, Recurring Revenue |